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Opus Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Opus Investment Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,128,000
Closed -$27M – 83
2014
Q4 		$27M Buy
+1,128,000
New +$26.4M 4.83% 4

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Opus Investment Management's IWF Position: Q1 2015 in Review

Opus Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2015, closing a stake of 1,128,000 shares — an estimated $27M sold.

Opus Investment Management first reported a position in IWF in Q4 2014 and held it in 1 quarter. The position peaked at $27M in Q4 2014. 599 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

  • Opus Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Opus Investment Management sold 1,128,000 iShares Russell 1000 Growth ETF shares in Q1 2015, an estimated $27M.
  • Opus Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • Opus Investment Management's iShares Russell 1000 Growth ETF position peaked at $27M in Q4 2014.
  • 599 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

Based on Opus Investment Management's 13F filing for Q1 2015, filed 14 May 2015.